TAG2023 ANNUAL CONFERENCE | Technology Association of Grantmakers
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Transforming Foundation Systems with the Salesforce Platform:
​Case Study of Vancouver Foundation

Lunch & Learn
Wednesday, November 20, 2019  |  12:00 pm–1:00 pm
Traditionally, Community Foundations have implemented single vendor packages. The Salesforce platform provides an opportunity to embrace a different approach which some refer to as best of breed by utilizing the open platform to customize or integrate preferences. This session will explain and demonstrate how the Salesforce platform can be leveraged by installing packaged solutions from the Salesforce AppExchange or custom Applications to meet the needs of any foundation.
Presenters
  • Charles Boname, Director, Information Technology, Vancouver Foundation
  • John Reichling, President, Foundation Partners
  • Charles Boname
  • John Reichling
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Charles Boname joined Vancouver Foundation in 2014 bringing a wealth of technical expertise and project management with him from the public legal sector. Charles leads a large team of full-time & contract IT professionals to deliver stable applications and business value atop a secure computing environment. Charles has a BA in History from the University of British Columbia and completed his technical training (MCSE) at the British Columbia Institute of Technology and recently earned an MBA at Royal Roads University. 

Charles brings a disciplined yet creative voice to the table in leading change, communicating technology and achieving organizational improvement. Learn more about how he has strategically dedicated budget & technical resources into fortifying the Foundation’s perimeter security while strengthening staff’s cybersecurity awareness. 
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A business and technology consultant for nearly 30 years.  John has worked with foundations and nonprofits for over 20 years.  After working for several large nonprofit technology companies, in 2011, John created Foundation Partners to better serve nonprofit clients as an unbiased and independent voice.

​John has Bachelor of Business Administration in Finance from the University of Iowa.
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WHAT ATTENDEES ARE SAYING

"This was, by far, one of the best conferences I’ve been to in terms of shared learning and networking. I had a blast – and as a “TAG Newbie” I felt so welcome by everyone I met and engaged with. I feel like I’ve found my people!"

“I had an incredible experience and would recommend to anyone in the #philanthropytech sector. It was wonderful to meet so many great people and hear about the great work they do. The best part was the opportunity to engage in stimulating conversations about the current and future state of philanthropy.”


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